In the History tab from your Business Account section from your Qonto app, you'll find that you can easily filter transactions by payment method, a range of date, amount, custom labels, their team, existing receipts or invoices, etc.

It is also possible on mobile to filter by “Only me” or “payment method” (cards, transfers, direct debits, checks).

You can add as many criteria as you like, using the "and" / "or" conditions.

E.g.: transactions over €50 "or" updated last week.

You can also create, update and delete custom views that exactly fit your business needs.

Indeed, by clicking on "Add a custom view" from the view list, you will be able to define the name & query of the new view. This new view can be edited at any time. Once the update done, you just have to click on "Save and apply".

Once you're satisfied with your filter selection, you can export up to 10 000 transactions to another software.

If you'd like to export your transactions from last month:

To do so, you can filter through amount:

You can then automatically remind employees who have not submitted their receipts by clicking on Request a receipt.

You can speed up your bookkeeping by attaching your receipts to your payments. To quickly identify the transactions with a missing attachment, you need to use the "Missing receipt(s)" filter.

You can also use our default view entitled "To verify" in order to verify that you have the right document, VAT rate, label for all transactions up-front and limit the number of future interactions with your accountant. This view is available from the Smart plan and above

☝️ Good to know: From the Smart plan, the VAT rate is automatically detected when you add a receipt.